Playing a Bigger Game

MFS

Carol Geremia

Research

16 Pages

MFS President Carol Geremia addresses the pervasive short-termism in the investment industry and advocates for a transformative shift towards long-term value creation. Geremia emphasizes the need for the investment community to reassess its purpose, align more closely with real-world outcomes, and embrace a mindset that prioritizes resilience and sustainable growth.

Key Takeaways

Short-termism undermines long-term value: The industry's focus on immediate performance metrics detracts from sustainable, long-term investment outcomes.
Rise of passive investing introduces new risks: The dominance of passive strategies has led to market concentration and diminished the role of active stewardship in corporate governance.
Alternative investments pose transparency challenges: While offering diversification, alternatives often lack transparency and liquidity, introducing complexities that require careful management.
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